AB
CFA
AB
CFA

Anthony Benson

14 Years of Experience
Broker

Anthony Benson is a CFA-designated registered investment advisor, based in Vienna, VA, with 14 years of industry experience.

Location

8065 Leesburg Pike, Suite 300, Vienna, VA, 22182

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Keel Point Capital, LLCBroker
January 2015 - Present · 11 yrs 3 mos
Keel Point, LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
Wfg Investments, INC.Broker
November 2014 - December 2014 · 1 mo
Keel Point Advisors, LLC
March 2011 - December 2014 · 3 yrs 9 mos
State Registrations5 states
ALDCFLTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Benson - Financial Advisor | TrueAdvisor